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Prosperity Financial Solutions
- Investment Service
- Palm Beach Gardens, FL
About this business
Location details
100 Village Square Crossing, Suite 103, Palm Beach Gardens, FL, 33410, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 5:00 p.m. | |
| Sun | 9:00 a.m. to 5:00 p.m. |
I highly recommend Prosperity Financial Solutions, especially after talking with David. As a teacher preparing for retirement, my husband and I found David to be incredibly informative and patient. Our journey started with an event at our local library, which was followed by two helpful one-on-one Zoom meetings. He listened patiently and thoroughly answered all of our questions which helped calm some of my fears about retirement planning. Also, he helped us understand the immediate steps needed to protect ourselves financia... read more
True professional and trustworthy. He has a great team that keep in touch, good communication. Call him or his team anytime. Keeps the financial talk to the audiences level so it is easy to understand. I am a Finance Risk Management professional and not elementary yet my wife also understands. Planning is flexible as life changes…but David makes the transition smooth.
Great experience from David Wilcox. Gained knowledgeable information for my retirement, and future investment. Love the fact that he keeps up with my account and checks in to make sure all is in order or to answer any questions I may have. I know I can call anytime, and he will get back to me soon. Love the classes he offers as well.
I have been a client for over 11 years. David and his staff are professional and trustworthy. He is in constant communication with me reviewing my accounts. I would highly recommend David 8f you are looking for excellent investment advice. Give him a call!
The team at Prosperity Financial Solutions has been extremely helpful guiding us through a retirement process that involved financial investments, insurance and long term health care planning. I highly recommend them for all of your financial planning needs. I look for people that have the highest integrity when dealing with my finances and they exemplify integrity!
Frequently asked questions about Prosperity Financial Solutions
How is Prosperity Financial Solutions rated?
Prosperity Financial Solutions has a 4.3 star rating with 6 reviews.
When is Prosperity Financial Solutions open?
Prosperity Financial Solutions is closed now. It will open at 9:00 a.m.